Purchases and Sales Made in Q3 2023 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q3 2023. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
13.5KNew |
$2.29M - $2.64M
|
13.5K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
13.4K+ 2.15% |
$2.29M - $2.63M
|
638K
$128M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
13.4K+ 22.7% |
$2.28M - $2.63M
|
72.4K
$14.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
13.3K+ 6.23% |
$2.27M - $2.62M
|
227K
$45.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.2K+ 3.39% |
$2.25M - $2.59M
|
403K
$80.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.1K+ 3.22% |
$2.24M - $2.58M
|
421K
$84.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
13.1K+ 15.24% |
$2.24M - $2.58M
|
99.3K
$19.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
13.1K+ 1.27% |
$2.23M - $2.57M
|
1.04M
$209M
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
13K+ 100.0% |
$2.22M - $2.55M
|
26K
$5.21M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
13K+ 13.77% |
$2.21M - $2.55M
|
107K
$21.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.8K+ 59.46% |
$2.17M - $2.51M
|
34.2K
$6.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
12.7K+ 68.51% |
$2.16M - $2.49M
|
31.1K
$6.24M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
12.6K+ 0.77% |
$2.15M - $2.48M
|
1.65M
$331M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
12.6K+ 28.53% |
$2.14M - $2.47M
|
56.6K
$11.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
12.5KNew |
$2.13M - $2.45M
|
12.5K
$2.5M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
12.5K+ 23.41% |
$2.13M - $2.45M
|
65.7K
$13.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
12.3K+ 1.41% |
$2.09M - $2.41M
|
882K
$177M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
12.3K+ 0.29% |
$2.09M - $2.41M
|
4.27M
$855M
|
|
|
Apr 08, 2025
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
12.2K+ 0.94% |
$2.08M - $2.4M
|
1.31M
$262M
|
|
|
Oct 11, 2023
Q3 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
12.1K+ 64.4% |
$2.07M - $2.39M
|
31K
$6.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
12.1K+ 1.75% |
$2.06M - $2.37M
|
701K
$140M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.1K+ 21.38% |
$2.06M - $2.37M
|
68.5K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
12K+ 51.39% |
$2.05M - $2.36M
|
35.4K
$7.08M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
12K+ 10.36% |
$2.04M - $2.35M
|
128K
$25.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
11.9K+ 3.02% |
$2.04M - $2.35M
|
407K
$81.6M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
11.9KNew |
$2.04M - $2.35M
|
11.9K
$2.39M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
11.9K+ 52.29% |
$2.02M - $2.33M
|
34.5K
$6.91M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
11.8K+ 4.14% |
$2.02M - $2.32M
|
298K
$59.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
11.7K+ 0.46% |
$1.99M - $2.3M
|
2.57M
$516M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
11.6K+ 7.44% |
$1.98M - $2.28M
|
167K
$33.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
11.6K+ 9.77% |
$1.97M - $2.28M
|
130K
$26.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11.6K+ 11.32% |
$1.97M - $2.27M
|
114K
$22.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
11.4KNew |
$1.94M - $2.24M
|
11.4K
$2.28M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11.2K+ 4.84% |
$1.91M - $2.21M
|
244K
$48.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 1.43% |
$1.91M - $2.21M
|
797K
$160M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
11.2K+ 11.17% |
$1.91M - $2.2M
|
112K
$22.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 1.37% |
$1.89M - $2.18M
|
819K
$164M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11.1KNew |
$1.88M - $2.17M
|
11.1K
$2.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
11K+ 1.87% |
$1.88M - $2.17M
|
600K
$120M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
11KNew |
$1.88M - $2.17M
|
11K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
11K+ 8.62% |
$1.87M - $2.15M
|
138K
$27.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
11K+ 119.23% |
$1.87M - $2.15M
|
20.2K
$4.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
11K+ 4.59% |
$1.87M - $2.15M
|
249K
$50M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.9K+ 1.76% |
$1.87M - $2.15M
|
633K
$127M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
BUY
|
- |
10.9K+ 1.66% |
$1.86M - $2.15M
|
669K
$134M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
10.9K+ 1.64% |
$1.86M - $2.14M
|
673K
$135M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
10.9K+ 4.77% |
$1.85M - $2.13M
|
239K
$47.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
10.8K+ 6.3% |
$1.85M - $2.13M
|
183K
$36.7M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.8K+ 1.57% |
$1.84M - $2.12M
|
700K
$140M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.8K+ 3.36% |
$1.84M - $2.12M
|
331K
$66.4M
|